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Well worth reading: https://showmethevalue.substack.com/p/deep-dive-taylor-wimpey

The PER is 8 and the yield 6.2%, which seems very attractive, but the slipping share price has seen Stockopedia reclassify this from a positive "contrarian" position to a negative "value trap". I hold what is for me a sizable chunk here, but alas I think they may be right for now. Give it a couple of years though, and this should turn again. I am happy to add again sub-800. In the meantime, please enjoy the dividend (which pays my rates!)

...according to the radio this morning, giving Europe a very warm summer. Should be good for AC business!

Huge volume today, as well.

He does buy shares on a regular basis, but this is a large purchase even for him!

DSW warned a few days back, also blaming lack of IPOs and mergers. A bad sign!!!

It is mainly clients' money, according to Paul Scott; and he knows his way around a balance sheet. (I hold).

AIM in general is getting spanked as money is p[laced elsewhere; and the oil price rises will crucify them. Transport costs will rocket, and raw materials will be off the scale. Hanging on here.

Looking for my March interest payment, which has yet to appear.

But can you trust that figure given the constant write downs?

It was way lower than this in the 1990s.

Good results, but only in line with expectations.

Decent results on a bad day. perhaps.

Gross, unfortunately! Most of it is not theirs!

Https://quoteddata.com/2026/01/is-there-anything-left-to-buy-the-relentless-consolidation-of-uk-reits/

No direct mention of NRR, but an interesting read on the sector.

Same position as you. We should note PEEL made little off IPOs, which are the CAV bread and butter. I am holding for the dividend, but am 45% down here. By 2039 I could be level! It is a decent profitable business, but increasingly seems run for the benefit of management rather than we shareholders. There's an update due in April, and that is the best I can say!!!

...but then they're paid to!

https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-hicl-infrastructure-hicl-retail-jan-2026?utm_source=RNS&utm_medium=research

25% discount to NAV, and 7.1% yield.

Very possibly, UnlikeFklynn. She is 60 this year.

This may well be the only time the words "toward Northampton" have been written as a positive.

More disappointing results here. If the money can be raised, it seems a takeover is inevitable. 33% to be made???